Financial Adviser
· MELBOURNE, VIC
Michael Denis Williams
No disciplinary history on record with ASIC
MELBOURNE,
VIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000222883
Practice
Melbourne, VIC (practice address on ASIC register)
Licensed through Sentry Advice
About Michael Denis Williams
Michael Denis Williams is a financial adviser based in Melbourne, Victoria, with 26 years of experience in the financial services industry since 2000. Michael works at John Hopkins Financial Services, which is licensed through Sentry Advice. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Bachelor of Laws from James Cook University. Michael is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Laws
James Cook University
1999
Financial Planning Principles & Practice Course
Securities Institute
2000
DFP 1, 2, 3, 4, 5, 6, 7
FPA
2011
Margin Lending and Geared Investments
Kaplan
2015
RG146 Licensing Compliance: Self Managed Super Funds
Financial Education Professionals Pty Ltd
Registration History
ACN 130 288 578 PTY LTD
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register